SHLD · Insider trading · 13F holders · Congress trades
Global X Defense Tech ETF (SHLD)
Who is buying and selling SHLD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 139
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SHLD at a glance
- No open-market insider purchases or sales of SHLD were filed in the last 90 days.
- 139 13F filers hold SHLD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Bridgelight Financial Advisors, Inc. (4.6%), Potentia Wealth (3.5%) and Bush Investment Group, LLC (3.2%). In their latest 13Fs, 2 managers opened a new position and 62 added to one.
- No member of Congress has disclosed a trade in SHLD.
SHLD insider trading
No open-market insider purchases or sales of SHLD were filed in the last 90 days.
Who owns SHLD? Hedge funds and superinvestors
139 13F filers hold SHLD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Bridgelight Financial Advisors, Inc. (4.6%), Potentia Wealth (3.5%) and Bush Investment Group, LLC (3.2%). In their latest 13Fs, 2 managers opened a new position and 62 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd.Insurance company | 2.0% | $418.4M | 6,990,465 | +50.5% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.6% | $73.5M | 1,230,452 | +25.3% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.4% | $70.0M | 1,172,606 | +39.8% shares | Q2 2026 |
| Sofi Wealth, LLCWealth manager | 2.2% | $56.5M | 940,379 | +14.2% shares | Q3 2026 |
| Henshaw Capital LLCAsset manager | 1.5% | $45.3M | 759,000 | -0.4% shares | Q2 2026 |
| Global X Japan Co., Ltd.Investment manager | 1.6% | $38.3M | 638,258 | -7.4% shares | Q3 2026 |
| Advocacy Wealth Management, LLCWealth manager | 1.3% | $35.1M | 587,492 | +25.1% shares | Q2 2026 |
| Ascent Group, LLCWealth manager | 0.8% | $26.5M | 444,378 | +29.4% shares | Q2 2026 |
| CreativeOne Wealth, LLCWealth manager | 0.5% | $21.8M | 365,846 | +25.2% shares | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsWealth manager | 1.0% | $20.1M | 334,229 | -6.1% shares | Q3 2026 |
| Triad Wealth Partners, LLCWealth manager | 1.0% | $18.0M | 299,319 | -16.4% shares | Q3 2026 |
| Shepherd Financial Partners LLCWealth manager | 1.5% | $17.8M | 297,514 | +30.2% shares | Q2 2026 |
| Goldstein Advisors, LLCWealth manager | 1.6% | $17.7M | 294,213 | -12.3% shares | Q3 2026 |
| Valley Wealth Managers, Inc.Wealth manager | 0.9% | $15.6M | 259,995 | +6.9% shares | Q3 2026 |
| Patton Albertson Miller Group, LLCWealth manager | 1.4% | $14.2M | 236,168 | +5.2% shares | Q3 2026 |
| Evolution Wealth Advisors, LLCInstitutional asset manager | 1.5% | $13.1M | 220,193 | +5.7% shares | Q2 2026 |
| West Wealth Group, LLCWealth manager | 2.0% | $12.6M | 209,693 | +2.3% shares | Q3 2026 |
| Horst & Graben Wealth Management LLCWealth manager | 1.6% | $12.4M | 202,340 | +30.6% shares | Q2 2026 |
| Decker Wealth Management LLCWealth manager | 2.4% | $11.6M | 193,024 | -0.2% shares | Q3 2026 |
| Eq LLCWealth manager | 2.8% | $11.4M | 191,016 | +64.3% shares | Q2 2026 |
| Marks Group Wealth Management, IncWealth manager | 1.0% | $11.2M | 187,085 | — | Q2 2026 |
| CFS Investment Advisory Services, LLCWealth manager | 0.7% | $10.6M | 176,189 | +0.9% shares | Q3 2026 |
| Ewa, LLCWealth manager | 1.9% | $10.2M | 170,302 | +31.4% shares | Q2 2026 |
| Tennessee Valley Asset Management PartnersWealth manager | 1.1% | $9.9M | 165,561 | +8.5% shares | Q2 2026 |
| KWB WealthWealth manager | 0.8% | $9.7M | 161,467 | -21.2% shares | Q3 2026 |
| Prevail Innovative Wealth Advisors, LLCWealth manager | 1.2% | $9.6M | 163,202 | +29.1% shares | Q3 2026 |
| Cardinal Strategic Wealth GuidanceWealth manager | 2.1% | $9.2M | 154,389 | +89.4% shares | Q2 2026 |
| Stonebrook Private Inc.Wealth manager | 1.7% | $9.2M | 153,572 | +33.2% shares | Q2 2026 |
| New England Private Wealth Advisors LLCWealth manager | 0.9% | $9.0M | 149,505 | +0.2% shares | Q3 2026 |
| Physician Wealth Advisors, Inc.Wealth manager | 1.0% | $8.7M | 144,478 | -14.6% shares | Q3 2026 |
The 30 largest of 139 positions, by value. Each manager counts with its latest 13F (Q3 2026: 60, Q2 2026: 76, Q1 2026: 3). Screen SHLD in the grand portfolio →
SHLD stock trades by members of Congress
No member of Congress has disclosed a trade in SHLD.
SHLD questions and answers
Are insiders buying SHLD stock?
No open-market insider purchases or sales of SHLD were filed in the last 90 days.
Which hedge funds own SHLD?
139 13F filers hold SHLD among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Bridgelight Financial Advisors, Inc. (4.6%), Potentia Wealth (3.5%) and Bush Investment Group, LLC (3.2%). In their latest 13Fs, 2 managers opened a new position and 62 added to one.
Has Congress traded SHLD?
No member of Congress has disclosed a trade in SHLD.
Who is the largest holder of SHLD?
Among 13F filers, Harel Insurance Investments & Financial Services Ltd. reports the largest SHLD position, $418.4M (6,990,465 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bridgelight Financial Advisors, Inc.'s: 4.6% of its portfolio.
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